Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
4.22%
6 Months
21.51%
14.78%
1 Year
15.87%
3.60%
3 Years
14.38%
26.42%
5 Years
17.96%
15.65%
Since Inception
16.82%
19.18%
Fund Age
8 yrs 9 mo
5 yrs 5 mo
AUM
₹1,503.25 Cr
₹730.87 Cr
Alpha – 1 Year
11.15%
0.62%
Alpha – 3 Years
2.29%
14.53%
Information Ratio – 3 Years
0.39
0.84
Volatility – 1 Year
27.51%
21.03%
Volatility – 3 Years
22.70%
18.57%
Beta – 1 Year
1.48
0.98
Beta – 3 Years
1.25
0.72
Sharpe Ratio – 1 Year
0.47
0.01
Sharpe Ratio – 3 Years
0.50
1.08
Worst Rolling Year
1.64%
8.04%
Value at Worst Rolling Year
₹1.02 Cr
₹1.08 Cr
Deepest Drawdown
−24.39%
−22.15%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 11% · M 7% · S 82%
Number of Stocks
17
17
Portfolio P/E
—
52.34
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%